You can have an accountant who works only on your firm, for one monthly price, or send work in batches and pay for each return, payroll cycle or AP invoice.
Match the model to how your work arrives, then estimate the cost at your volumes.
Yes, both are outsourcing. A dedicated accountant is one person assigned to your firm, working in your software from your checklists, billed monthly. You can also send work on demand, one batch at a time, priced per return, payroll cycle or AP invoice. In both, your reviewers do the final review.
A dedicated accountant is one monthly price between $1,800 and $6,500. On-demand work is priced per unit: $35 to $250 per return, $45 to $85 per payroll cycle and $1.50 to $3.50 per AP invoice. In both, the work and its complexity decide where you land in the range.
A dedicated accountant can take any of the work we do, from returns and the monthly close to audit workpapers, payroll, AP/AR and sales tax. On-demand work covers tax returns, payroll and accounts payable, the three kinds of work we price per unit.
Both start with a 2-week pilot on your own files. You pick the work, for example a few 1040s, and we set the scope with you on a call before it begins. Your reviewers then see how many review notes the work needed and whether it came back on time. You can read how the pilot and onboarding work, step by step.
Yes, and many firms do. A few months of per-unit bills show how much work you send before you move to a monthly price. A new dedicated accountant takes three weeks from the first call to live work, so if you want them preparing returns in February, ask by early January.
